Documents makes it easy to add Supporting Documents to a Bill.
Documents stores common supporting documents, such as W-9s, testing standards, and IBR Decisions for easy copying to a Bill. For more information about searching for IBR Decisions, see the Help Article: IBR Decisions Page Explained.
Step 1. On the navigation bar, click ‘Billing Providers’, then click the ‘Gear’ icon
This will navigate directly to the specified Billing Provider.
Alternatively, select Manage All Billing Providers to view all the Billing Providers associated with your account.
The Manage All Billing Providers feature is limited to users with the Role of Administrator.
If your account only has one Billing Provider, click ‘Settings’, and move to Step 3.
Step 2. Click the ‘Billing Provider’ name
For daisyBill accounts with multiple Billing Providers, daisyBill maintains separate Documents for each Billing Provider.
Step 3. Click the ‘Billing Settings - Custom’ tab
Step 4. Click the ‘Documents’ card
Step 5. Click the ‘Add Document’ button
Step 6. Enter the ‘Document Description’ and upload the document, then click the ‘Add’ button
Create a naming convention which allows easy identification of the Documents stored in your library.
The default Report Type is OZ-Support Data for Bill. In the Report Type drop-down list, select the most accurate Report Type.
Step 7. To delete a document from ‘Documents,’ click its ‘File Name,’ then click the ‘Delete’ button
No more hunting for documents!